$280 Million is the total value of HILL ISLAND FINANCIAL LLC's 55 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | 8 | Q3 2023 | 20.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 16.3% |
| ISHARES TR | 8 | Q3 2023 | 11.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 8.1% |
| JOHN HANCOCK EXCHANGE TRADED | 8 | Q3 2023 | 7.6% |
| TIMOTHY PLAN | 8 | Q3 2023 | 4.9% |
| ISHARES TR | 8 | Q3 2023 | 4.4% |
| ISHARES TR | 8 | Q3 2023 | 2.9% |
| INVESCO QQQ TR | 8 | Q3 2023 | 2.2% |
View HILL ISLAND FINANCIAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-02-15 |
View HILL ISLAND FINANCIAL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.